Andrew T. Sloan, CFP®
Andrew Sloan is the founder and principal of Bluegrass Financial Planning LLC, a Fee-Only financial planning and Registered Investment Advisory firm located in Louisville, Kentucky. He is a member of NAPFA, a national network of professional, Fee-Only financial advisors dedicated to providing competent, objective financial advice on an ongoing or as-needed basis.
"I started Bluegrass Financial Planning after seeing firsthand the lack of financial planners providing objective, independent financial advice. I wanted to create a firm that incorporate tax planning to provide a more comprehensive wealth management approach."
Andrew graduated from the University of Kentucky with a BBA in Finance and then completed the CERTIFIED FINANCIAL PLANNER™ certification through The University of Georgia Terry College of Business. He has passed the rigorous 2-day, 10-hour exam administered by the CFP Board of Standards. He has also earned the Accredited Investment Fiduciary® Designation awarded by the Center for Fiduciary Studies, associated with the University of Pittsburgh. The AIF® Designation signifies a commitment to fiduciary responsibility and the advisor is formally recognized by the Center for demonstrating a full understanding of how to implement processes to help individuals and families achieve their investment goals in a responsible and accountable manner.
